Ted C.

Hi! Feedback/Request here about the home screen/general UI improvements for workbook management: Currently the home screen is simply a running list of all of my team's workbooks/folders and it gets cluttered real fast. Could it be possible to have 'spaces' or 'channels' to help organize the workbook feed? EX: GTM Workspace that includes all list building type of workbooks, CRM enrichment workspace for all of those types of activities, etc. Also, from an admin perspective - would be great to have permission controls so you can lock down specific integrations/workspaces if need be (i.e. creating/updating records in CRM).

Hi Clay Team - I'm having issues with the Salesforce lookup feature with Opportunity records and I'd like to find a native way to run lookups that contain conditions (i.e. lookup Opportunities associated with X Account ID that are open). is the only way to accomplish this with a SOQL query? Would be great to have filtering logic on the native Salesforce lookup as that's been a great tool for me so far. and am running into a bunch of errors with SOQL. Appreciate any advice!